Ali A. Nasser

ALTRUVISTA LLC

Houston, TX 77027

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CRD#: 4798801

Professional summary

Ali Abbas Nasser, CFP® is a registered financial advisor currently at ALTRUVISTA LLC located in Houston, Texas and VALMARK SECURITIES, INC. located in Houston, Texas.

Ali is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Ali has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ali Abbas Nasser's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

June 20, 2013 - Present

ALTRUVISTA LLC

Office #1: 3555 Timmons Lane Suite 915, Houston, TX 77027

RIA

CRD#: 154576

Houston, TX

Current

August 18, 2010 - Present

VALMARK SECURITIES, INC.

Office #1: 3555 Timmons Lane Suite 1100, Houston, TX 77027

CRD#: 31243

HOUSTON, TX

Past

September 21, 2010 - December 31, 2012

ALTRUVISTA LLC

RIA

CRD#: 154576

HOUSTON, TX

Past

August 23, 2010 - December 31, 2016

VALMARK ADVISERS, INC.

RIA

CRD#: 108050

HOUSTON, TX

Past

February 2, 2006 - August 20, 2010

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

HOUSTON, TX

Past

August 17, 2004 - August 20, 2010

NYLIFE SECURITIES LLC

CRD#: 5167

HOUSTON, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alaska
(6/27/2023)

California
(4/13/2020)

Florida
(7/15/2024)

Georgia
(7/29/2011)

Louisiana
(5/24/2023)

Minnesota
(10/25/2021)

Mississippi
(7/15/2024)

Texas
(8/18/2010)

IAR

Texas
(6/20/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/26/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/8/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/18/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/16/2004

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

ALTRUVISTA LLC

ALTRUISTA LLC | BUSINESS OWNERS FUND A DBA OF ALTRUVISTA, LLC | ALTRUVISTA LLC

CRD#: 154576 / SEC#: 801-108289

RIA

Registered Investment Advisory firm - (1/9/2026 Terminated)

Texas

Registered Investment Advisory firm - (12/15/2025 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

3555 Timmons Lane Suite 915, Houston, TX 77027

Mailing Address

Phone number

(713) 581-2440

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALTRUVISTA ADV 2A DISCLOSURE BROCHURE (10/27/2025)

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

SEC / JURISDICTION	REPORTING STATUS	EFFECTIVE DATE
Texas	ERA - Withdrawn	7/12/2013

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ali A. Nasser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ali Abbas Nasser's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK SECURITIES, INC.

ALTRUVISTA LLC

VALMARK ADVISERS, INC.

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/26/2006

Series 63

Date: 10/8/2004

SIE

Date: 10/1/2018

Series 7

Date: 2/18/2009

Series 6

Date: 8/16/2004

FINRA

Current Firm

ALTRUVISTA LLC

Contact information

Documents

Part 2 Brochures

Exempt reporting advisers

Red Flags

Company Information

ALTRUVISTA LLC

TRUST BUT VERIFY

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